Practice Formats
Fifteen documents that open, run and close a client relationship, each complete as it stands once the square brackets are filled.
- 43 pages
- 621
- Word and PDF
- 13 September 2026
The 15 formats inside
- 1Engagement letter, preparation and filing of returns of income, annual retaineron the firm's letterhead, in duplicateOn its own₹149
- 2Engagement letter, audit under section 44AB, short form for an existing clienton the firm's letterhead; the full form is in F.8On its own₹149
- 3Engagement letter, representation in assessment proceedingson the firm's letterhead, in duplicateOn its own₹149
- 4Engagement letter, appeal before the Commissioner (Appeals)on the firm's letterhead, in duplicateOn its own₹149
- 5Engagement letter, certification of foreign remittances under section 195, Form 15CB and Form 146on the firm's letterhead, in duplicateOn its own₹149
- 6Client onboarding and know-your-client forminternal form, completed before any work is acceptedOn its own₹149
- 7Permanent file indexfront sheet of the permanent file, one per clientOn its own₹149
- 8Record of the portal access arrangementon the firm's letterhead, in duplicate, before the first loginOn its own₹149
- 9Client approval and confirmation of factssigned by the client before any return, report, certificate or submission is filedOn its own₹149
- 10Power of attorney and authorisation under section 288 read with Rule 12Aon stamp paper of the value prescribed in the State, executed by the assesseeOn its own₹149
- 11Letter to the previous adviseron the firm's letterhead, by registered post A.D. or speed post; keep the despatch proofOn its own₹149
- 12Reply to an incoming adviser's communicationon the firm's letterhead, when this firm is the outgoing adviserOn its own₹149
- 13Fee proposal and scheduleon the firm's letterhead, in duplicateOn its own₹149
- 14Notice of suspension of work for unpaid feeson the firm's letterhead, by e-mail and by post, over a partner's signatureOn its own₹149
- 15Disengagement letter and records handover, with acknowledgementon the firm's letterhead, in duplicateOn its own₹149
Read the opening
The first part of “Engagement letter, preparation and filing of returns of income, annual retainer”, as it downloads. Blanks are highlighted.
On the firm's letterhead
Date: [Date of the engagement letter]
To,
[Name of the assessee]
[Assessee's address]
PAN [Assessee's PAN]
Subject: Engagement for preparation and filing of the return of income for the financial year 2025-26 (assessment year 2026-27)
Dear [Sir / Madam / Sirs],
We write to record the terms on which we have agreed to act for you in connection with your return of income for the year stated above. Please sign and return the duplicate of this letter in token of your agreement. We will not begin work until the signed duplicate is received.
1. Scope of the engagement
(a) We will compute your total income and tax liability for the financial year 2025-26, corresponding to assessment year 2026-27, under the Income-tax Act, 1961, on the basis of the records, information and explanations furnished by you.
(b) We will prepare your return of income in the applicable form and upload it on the income-tax e-filing portal after your written approval of the computation.